Use “Open-pipeline forecast (any CRM)” in Recued. Roll your open CRM pipeline into one forecast card: open-deal count, raw pipeline value (sum of amounts), and the vendor's committed forecast (sum of forecast amounts).

How it works 6 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (6 steps)

◆ deals core.crm.deal.search

Search crm deal

■ open_deals filter

Filter by condition

■ open_count count

Count items in open deals

■ raw_pipeline reduce

Reduce with sum

■ committed_forecast reduce

Reduce with sum

■ forecast_card to_summary

Format results as a summary card

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Output

summary forecast_card